Are you tired of the tax season grind and longing for a more lucrative and balanced career path? In this session, attendees will explore the process of shifting from low-paying tax clients to high-earning CFO Advisory services. Participants will discover a wealth-boosting opportunity that could redefine their professional trajectory in just 12 months. Say farewell to the endless desk hours and hello to a rewarding, sustainable career that prioritizes health and well-being. 

Learning Objectives:

• Identify the key benefits of transitioning from tax clients to CFO Advisory services, and differentiate between traditional tax services and CFO Advisory roles


• Outline the concept of CFO Advisory services and its potential impact on income streams


• Define a comprehensive timeline for transitioning your practice over a 12-month period